Tatton IM launches blended portfolios alongside DFM

AMC 0.30%, OCF ranges from 0.56% to 0.64%

Victoria McKeever
clock • 1 min read

Tatton Investment Management, the asset management firm of Tatton Asset Management, has launched a range of 'blended' portfolios, to mirror its discretionary fund management (DFM) service.

The range intends to allow IFAs to adopt Tatton's investment style across all investment wrappers and provide a complete centralised investment proposition to their clients. The funds have an annual management charge of 0.30% and ongoing charges of 0.56%, 0.59% and 0.64%, for the cautious, balanced and active portfolios, respectively. Liontrust doubles stake in Tatton AM  Tatton chief executive Lothar Mentel (pictured) said: "Tatton challenged the status quo by offering low cost and efficient DFM by using the inherent advantages to IFAs of trading through platforms. It's clear that...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

FCA and BoE called to provide certainty on tokenisation regulation

FCA and BoE called to provide certainty on tokenisation regulation

Tokenisation set to boost efficiency

Linus Uhlig
clock 18 May 2026 • 2 min read
Revolut Trading gets green light to expand into MPS and private wealth services

Revolut Trading gets green light to expand into MPS and private wealth services

Exploring private bank launch after 'milestone'

Michael Nelson
clock 15 May 2026 • 2 min read
Net retail fund inflows continue in March at £1.4bn despite Middle East conflict

Net retail fund inflows continue in March at £1.4bn despite Middle East conflict

Investment Association data shows

clock 08 May 2026 • 2 min read